English
Xiaomi Smart Band 10 Pro: A Product That Expects the Unreasonably Persistent
I accidentally made the China-market model work in the United States. This says more about my habits than Xiaomi’s design.
tech
artificial intelligence
It's Never About Tech
The room was ready. One side had briefings, water, name placards. The other side had one chair. Dario walked in alone, thinking he could correct their technical understanding.
money
The Option Musk Never Had to Ask For
These pieces were drafted before June 12. The IPO happened. Cursor closed at $60 billion. The analysis below did not need updating. That's the problem.
artificial intelligence
SpaceX IPO (SPCX): You're Already In
If you hold QQQ, you might end up owning SPCX. You do not get a vote. Here is what to do about it. What Every Retail Investor Needs to Know Before June 12, 2026
artificial intelligence
SpaceX IPO Valuation: Am I Missing Something?
From $18.7 billion to $3.4 trillion in 15 years. That is 41.3% CAGR. For fifteen consecutive years. No company in history has done it. Maybe Alexander the Great, if he remembered to incorporate. I must be missing something. Maybe you can tell me
artificial intelligence
One Post-Train to Rule Them All. Not Quite.
I gave Gemini a URL it never read, a bait it never caught, and a paper about its own failure. It responded to all three with enthusiasm. This is the live recording.
artificial intelligence
The Room Is Smaller and Busier Than It Looks
The queue is becoming rather crowded with companies that have, by conventional measures, better financials and much simpler structures. Yes, you hear me all right. I am saying OpenAI's structure is simpler.
artificial intelligence
SpaceX's S1 Is Out
SpaceX's S-1 is public. The valuation is high. The audit is gone. The disclosure window just got longer. The party has begun. Read the footnotes.
artificial intelligence
The Landlord, The Exit, and The Ghost of Houston
The champagne is already in someone's hand. They're just waiting for the pop. The only question is: whose hand is it, and are you the one holding the door?
tech
The Very Convenient Tesla 2026 Q1 Earnings Report
Tesla beat EPS. Net income up year-over-year. Free cash flow positive. The timing couldn't be better. Literally.
artificial intelligence
Cursor Has No Moat. SpaceX Has No Cash. Perfect Match.
SpaceX's $60B Cursor acquisition is a credit card purchase before payday. A breakdown of the real numbers behind the IPO story.
artificial intelligence
Chatting With The Oracle #1: There Is No Hallucination. There Is Only the Oracle.
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are and what they utter. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.